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Earnings Call

Navkar Corporation Earnings Call: Key Takeaways

JSW Infra delivered resilient FY26 results with 20% revenue growth, navigating Middle East volatility and Fujairah terminal disruptions while aggressively scaling logistics via rail and port capacity additions.

Why this was an Alfa AlertNot a filter event. Results were delivered in line with previously issued EBITDA guidance.
Highlights
Revenue growthFY26 Revenue grew 20% YoY to ₹5,361cr.
MarginsPorts margin 54.5%; logistics margins expanding through better asset utilization.
Demand visibilityStrong domestic demand; Middle East conflict causing re-routing/deferment issues.
Management confidenceBalanced; confident in doubling EBITDA by FY28 despite geopolitical headwinds.

Growth

FY26 Revenue reached ₹5,361cr (+20% YoY); EBITDA grew 15% to ₹2,604cr, driven by Navkar and domestic port demand.

Outlook

EBITDA guidance for FY27 is ₹3,000cr and ₹5,000cr for FY28. Plans ₹16,500cr capex over two years.

Risks

Ongoing Middle East conflict impacts vessel availability and freight costs; Fujairah facility sustained damage to three tanks.

Source

Earnings Call filed with NSE, NSE: NAVKARCORP. Summary written with AI assistance from the document.

Read the document ↗

Navkar Corporation Ltd: key numbers

Share price
₹88.21
Market cap
₹1,328 Cr
Revenue (annual)
₹687.5 Cr
Net profit (annual)
₹30.15 Cr
P/E (TTM)
33.2×Sector 29.0×
Promoter holding
70.37%+0.00% QoQ
FII holding
0.67%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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12:13 IST NSE
Credit Rating

Navkar Corporation Credit Rating

CRISIL reaffirmed Navkar Corporation's long-term rating as AA-/Stable and short-term as A1+. The rating covers Rs.278 Crore of total bank loan facilities.

17:26 IST NSE
Earnings Call

Navkar Corporation Investor Presentation: Key Takeaways

JSW Infrastructure's Q1 FY27 presentation (post-Navkar acquisition) shows strong port growth (31MT, +6% YoY) and significant logistics expansion. Revenue reached ₹1,445 Cr (+18%) with PAT at ₹358 Crore.

Call
Guides 58% growth